Pipeline AI Is Officially Here
This is a big one. Pipeline AI reads your contract and builds the transaction for you — property details, important dates, contacts, and commission info, all filled in automatically. What used to take 10–12 minutes now takes just 2–3.
There are two ways to put it to work:
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AI Create — drop a contract into Pipeline and let AI spin up a brand-new transaction, pre-filled and ready for your review.
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AI Update — have a new doc on an existing deal, like a closing-date extension or an addendum? AI updates the transaction to match.
You're always in control. Every field Pipeline AI fills in shows a small marker — just hover over it to see exactly where in your document that detail came from. Nothing is final until you review and confirm it.
Getting started is easy: it's $1 whether you create or update a transaction using AI, and every account gets $5 in free credits to try it out. You set a monthly limit, so you're always in control of your spend.
Master Admins can turn it on by setting a monthly limit from the Pipeline AI page.
👉 Learn more about Pipeline AI.
Transaction Overages — Add Extra Transactions Without Upgrading
Big news for those busy months! You no longer have to upgrade your whole plan just to squeeze in a few extra transactions. With Transaction Overages, you can keep right on working after you've hit your monthly limit.
Here's how it works: once you reach your plan's limit, any new transaction you create is simply added as an overage — a flat $15 each, itemized on your monthly receipt. There's no cap, so you're never blocked mid-deal. As always, only brand-new transactions count — editing a transaction or changing its status never costs a thing.
Master Admins are in control. Transaction Overages are turned off by default, and you can switch them on anytime from the Upgrade / Downgrade page. Once enabled, anyone with permission to create transactions can add them.
We'll also keep an eye out for you: if continuing with overages would cost more than moving up a plan, we'll send you a heads-up email. If you upgrade within the same billing cycle, your overages fold right into the new plan and those fees are dropped, so you never pay for the same transaction twice.
👉 Learn more about Transaction Overages.
Reorder Contacts With Drag-and-Drop
You asked, and we listened! You can now set the exact order your Contacts appear on a transaction.
There's nothing new to learn — by default, Contacts still sort by when they were added, so nothing changes unless you want it to. But now, Master Admins and Admins can drag and drop any Contact into whatever order makes sense. The order you set becomes the office's order for that transaction, so agents, admins, everyone sees the exact lineup you arranged whenever they sort by Default.
Just open a transaction, drag a Contact into place, and the new order saves and applies for everyone right away.
👉 Learn more about Contacts.
A Faster Pipeline
We've been busy behind the scenes on this release, too! We spent time speeding up the pages that had gotten a little sluggish — especially for our larger offices — so the Home and Unreviewed pages in particular should feel noticeably quicker.
We're always working on performance in the background, with more to come.